NorthLanding Financial Partners’s Vanguard Energy ETF VDE Stock Holding History

NorthLanding Financial Partners’s Portfolio VDE Stock Details VDE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$321K	Buy	2,140 +14	+0.7%	+$2.27K	0.22%	33
2026 Q1	$368K	Buy	2,126 +12	+0.6%	+$1.81K	0.3%	28
2025 Q4	$266K	Hold	2,114	–	–	0.21%	33
2025 Q3	$266K	Buy	2,114 +16	+0.8%	+$1.97K	0.22%	37
2025 Q2	$250K	Buy	2,098 +16	+0.8%	+$1.86K	0.22%	36
2025 Q1	$270K	Buy	+2,082	New	+$263K	0.27%	35
2024 Q2	–	Sell	-1,561	Closed	-$206K	–	37
2024 Q1	$206K	Buy	+1,561	New	+$187K	0.22%	35

Other funds holding VDE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

NorthLanding Financial Partners's VDE Position: Q2 2026 in Review

NorthLanding Financial Partners increased its Vanguard Energy ETF (VDE) stake by 0.66% in Q2 2026, buying an estimated $2.27K and bringing the position to 2,140 shares worth $321K. The position accounts for 0.22% of the portfolio, ranked #33.

NorthLanding Financial Partners first reported a position in VDE in Q1 2024 and has held it in 7 quarters since. The position peaked at $368K in Q1 2026. 764 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

NorthLanding Financial Partners held 2,140 shares of Vanguard Energy ETF worth $321K as of Q2 2026.
NorthLanding Financial Partners bought 14 Vanguard Energy ETF shares in Q2 2026, an estimated $2.27K.
Vanguard Energy ETF made up 0.22% of NorthLanding Financial Partners's portfolio in Q2 2026, its #33 holding.
NorthLanding Financial Partners first reported a position in Vanguard Energy ETF in Q1 2024 and has held it in 7 quarters since.
NorthLanding Financial Partners's Vanguard Energy ETF position peaked at $368K in Q1 2026.
764 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on NorthLanding Financial Partners's 13F filing for Q2 2026, filed 23 Jul 2026.